PWM
J icon

Power Wealth Management’s Jacobs Solutions J Stock Holding History

Power Wealth Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$736K Sell
5,785
-381
-6% -$51.8K 0.27% 54
2025
Q4 		$817K Sell
6,166
-97
-2% -$14.2K 0.29% 55
2025
Q3 		$939K Sell
6,263
-131
-2% -$18.8K 0.34% 51
2025
Q2 		$841K Sell
6,394
-131
-2% -$16.2K 0.32% 53
2025
Q1 		$781K Buy
6,525
+221
+4% +$28.5K 0.32% 56
2024
Q4 		$834K Buy
6,304
+208
+3% +$28.6K 0.35% 56
2024
Q3 		$790K Sell
6,096
-764
-11% -$92.1K 0.34% 57
2024
Q2 		$793K Buy
6,860
+714
+12% +$83.7K 0.38% 52
2024
Q1 		$782K Buy
6,146
+610
+11% +$71.5K 0.49% 42
2023
Q4 		$594K Buy
+5,536
New +$603K 0.41% 49

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Power Wealth Management's J Position: Q1 2026 in Review

Power Wealth Management reduced its Jacobs Solutions (J) stake by 6.2% in Q1 2026, selling an estimated $51.8K and leaving 5,785 shares worth $736K. The position accounts for 0.27% of the portfolio, ranked #54.

Power Wealth Management first reported a position in J in Q4 2023 and has held it in 10 quarters since. The position peaked at $939K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Power Wealth Management held 5,785 shares of Jacobs Solutions worth $736K as of Q1 2026.
  • Power Wealth Management sold 381 Jacobs Solutions shares in Q1 2026, an estimated $51.8K.
  • Jacobs Solutions made up 0.27% of Power Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Power Wealth Management first reported a position in Jacobs Solutions in Q4 2023 and has held it in 10 quarters since.
  • Power Wealth Management's Jacobs Solutions position peaked at $939K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.